Mutual Shares Corporation Cl Z (Series of Franklin Mutual Ser Fd Inc.)
MUTHX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- CEO
- David E. Marcus
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Short Hills, NJ 07078 Short Hills NJ United States of America 07078
- IPO Date
- Jan 2, 1980
- CIK
- 0000825063
- Website
- franklintempleton.com
- Similar Companies
- Business
- Mutual Shares Corporation Cl Z (MUTHX), a series of Franklin Mutual Series Fund Inc., is a value-oriented mutual fund that seeks capital appreciation by investing primarily in undervalued securities of companies undergoing corporate change or distress, such as mergers, restructurings, spin-offs, liquidations, and bankruptcies; it also allocates to common stocks, preferred stocks, convertible securities, debt securities, and warrants across various market capitalizations and industries worldwide. The fund employs a bottom-up research process emphasizing catalyst-driven events and offers daily liquidity through its open-end structure, with a focus on U.S. and international equities rated investment grade or below. Franklin Mutual Series Fund Inc., headquartered in Short Hills, New Jersey, traces its roots to the 1949 founding of the original Mutual Shares fund by Max Heine, later managed by Michael Price until its acquisition by Franklin Resources Inc. in 1996. The fund targets institutional and retail investors seeking long-term growth through opportunistic value strategies, operating globally with significant exposure to North America, Europe, and emerging markets. Core holdings typically include financial services, consumer discretionary, and industrials sectors, with portfolio managers applying rigorous fundamental analysis to identify mispriced assets. As part of Franklin Templeton Investments, it benefits from the parent company's extensive research platform and distribution network spanning over 150 countries. In recent developments, Franklin Mutual Series Fund Inc. integrated further into Franklin Templeton's unified platform following the 2020 acquisition of Legg Mason, enhancing distribution capabilities and research resources; the fund maintained its contrarian mandate amid 2023-2025 market volatility, with notable portfolio adjustments toward technology and healthcare amid rising interest rates. No major name changes, spin-offs, or liquidations were reported for MUTHX in the last two years, though Franklin Resources announced strategic alliances, including expanded ETF offerings and sustainable investing initiatives in 2024-2025. Assets under management for the Cl Z shares stood at approximately $500 million as of late 2025, reflecting steady inflows from value-focused investors.